Filed October 18, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $7,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,694 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,163 | $73,638-38.7% | $95,952-52.9% | $73,488-38.5% |
| Participation rate | 51.2% | 76.2%-25.0pp | 77.1%-25.9pp | 70.7%-19.5pp |
| Annual return | 13.00% | 16.78%-3.8pp | 91.61%-78.6pp | 28.51%-15.5pp |
| Employer contribution / active EE | $548 | $1,863-70.6% | $2,541-78.5% | $2,270-75.9% |
| Participant deferral / active EE | $1,240 | $3,617-65.7% | $4,167-70.3% | $3,740-66.9% |
| Admin fee / account holder | $168 | $482-65.2% | $6,795-97.5% | $513-67.3% |